New names & inbounds — first calls / evaluations · kept until you act (per your note)
29
Pandorian — data room live, valuation gap
Daniel Avital / Daniel Amsellem
Jul 29
Advancing
QBitXforce — deck sent, decide
Lalit Ahluwalia · with Ben
Jul 24
Advancing
Redactable / PlusUltra — next diligence phase
Pablo · PlusUltra / via Ben
Jul 29
New
Neon Cyber — Seed open (met at RSA)
Cody Pierce · neoncyber.com
Jul 23
Carried
IvyCap / Bharat Innovates — call ran Jul 28
Sneha Gupta · ivycapventures.com
Jul 28
Advancing
Capsule Security — Black Hat follow-up
Naor Paz · w/ Holzman
Jul 27
Advancing
SafeHill — inbound via Chingona
Fernando · via Daniel
Jul 16
Carried
Spotlight — deck + traction follow-up
Katie / Alex · via Anton
Jul 24
Advancing
Gryphon — call ran, slides sent
John Wu · via Ben Nye
Jul 27
Advancing
Karambit.AI — call held Jul 28, decide
Andrew Hendela
Jul 28
Advancing
Seaionl / CertPing — follow-up today 3pm
Chenna · seaionl.com
Jul 30
New
DrDroid — reconnected, decide next step
Siddarth Jain · YC W23
Jul 20
Carried
Flecks.ai — office visit ran, thank-you in
Flecks · Brian / via Bear
Jul 23
Advancing
Semperis — Marty, Clarity CEO candidate
Marty Momdjian · via Holzman
Jul 16
Carried
Verapath — data room open, round live
Joe McMann · with Bear
Jul 22
Carried
Arthrix — at 2-week inaction limit
Oleg Lerner · via Bear
Jul 27
Carried
Vigilent — first call done
Rohit Unnikrishnan · vigilent.ai
Jul 16
Carried
Zero Quarry — meeting ran Jul 28, decide
Shane Connelly · with Will
Jul 28
Advancing
Rein — re-engaged on agent security
Matan Efrat · reinsec.io
Jul 17
Carried
NuDay AI — follow-up sent
Bill / Alex · with Bear
Jul 15
Carried
Mission Decisions — Colin chasing for reply
Colin Hillier · via Bear
Jul 27
Advancing
QuantumGenie — follow-up sent
QuantumGenie · via Bear
Jul 27
Advancing
Supertide — past 2wk inaction, send reply
Damian · via Bear
Jul 15
Carried
Control+ — leaning pass, send turndown
Greg / Mehdi · via Anton / Dave
Jul 10
Carried
Rubicon / Bitfab — warm intros (JPM)
via Vickrum / Kevin (JPM)
Jul 14
Carried
RaptorX — call tomorrow 9:30am, screen
Pratyusha · via Julia
Jul 31
Advancing
Salience Cybersecurity — Aug 5 next session
Will Gragido · saliencecyber.ai
Aug 5
Advancing
Thoras AI — handed to Mo (done)
Nilo Rahmani
Jul 28
Carried
DeFake — first call ran (done)
Kimber Labs · via Julia
Jul 14
Carried
Screened / parked — see detail
Misc inbounds · no action
—
Parked
Events
Outside the office & worth attending — this week + upcoming (Boston-focused)
5
Podcast recording — Brian O'Neill today
Jul 30 · Podcast
Jul 30
Today
Black Hat USA — Las Vegas (booked)
Aug 3-6 · Las Vegas
Aug 3
Going
Genesis Strategy Session — Philly Aug 5
Aug 5 · Philadelphia
Aug 5
Upcoming
TiE Women's Angels — investor conviction talk
Jul 31 · Mona Chopra
Jul 31
Fri 4pm
Startup Boston Week — speaking Sep 18
Sep 18 · Boston (panelist)
Sep 18
Speaking
Waiting on
2
Vinit — identity security / Clarity view
Reference · Vinit Khandelwal
28d
Aurnov — reply on events/warm-lead ask
Immortal Security · Aurnov Chattopadhyay
9d
Personal
0
Patterns this session
0
SpartanX warrant math correction landed overnight — Newt sent Crowell a revised split (28.1% -> 26.9%) after finding an error excluding unallocated options; Crowell said they'll review and revert. Kept open, now the freshest thread in Q1.
exception
New Q1 item: SpartanX bringdown deck has 2 unconfirmed "yellows" Anton flagged last night, to close out before today's 10am SpartanX Research call.
exception
Genesis debrief thread evolved into a concrete legal/contract question — Holzman is asking Newt for the exact contract sign date, end date, and non-renewal notice deadline. Retitled the Q1 item to reflect this.
exception
New Q2 item: Anton asked you directly to take first crack at Compyl's Q2 data pull next week (Austen departed, no clear owner) — this is a named ask on you, not team-CC noise.
exception
Merlin retitled to reflect the IC date (Mon Aug 3) — Ben Nye and Anton both raised substantive pricing/market concerns post-presentation; you need a position before the IC, not just a fast read.
exception
South x Southie / SUW item marked done — the event date (Jul 29) has passed with no further personal-Gmail-only signal to chase.
exception
Events section refreshed for the week ahead: AI Cyber Alliance and South x Southie (both Jul 29) dropped as past; added TiE Women's Angels "What Kills Investor Conviction?" Fri Jul 31, 4pm (standing TiE/Alok rule).
standing
Arthrix and Control+/Supertide inaction-rule clocks all advanced by a day; Arthrix is now at the 2-week New Company Inaction threshold alongside Supertide and Control+.
standing
Opsin and Overwatch signals to watch: another full 7-day inbox+sent pull found no new independent activity for either name. Last-seen incremented to 2026-07-30 for both in triage_rules.md; count unchanged at 1, still awaiting your confirmation before either standing rule changes.
signal
No feedback was left in the dashboard since the Jul 29 run (feedback column was empty) — no standing-rule or signal changes triggered by user input this session; all changes above came from the email/calendar pull.
exception
Notes for next run
Corrections · personal todos · work items to add · things to suppress · anything. Cowork reads this before the next run and sorts it out.